Create an instant Courier report
Follow this guide to generate filtered operational/financial results on demand.
Where to goAdmin Area → Courier & Logistics → Instant Report
What this guide helps you do
Generate filtered operational/financial results on demand. The instructions below follow the supplied module’s controller, form and model rules, including server-side validation and downstream effects.
Follow these steps
- Select report scope.
- Select a date preset or custom range.
- Select the entity filter when required.
- Run the report.
- Check lines and totals against source records.
Fields and options
Scopescompany, driver, vehicle, client or provider.
Presetstoday, yesterday, this_month, last_month, this_year or custom.
Rules and limits
- Custom ranges must be valid.
- Report output is derived from saved records; correct source data rather than the PDF.
Check it worked
- The source record, status/history and any downstream notification, provider, POD or finance record should agree after the action.
Security, audit and operational checks
- Use the exact record and least-privilege role before changing any state.
- Verify the saved record after every action; a browser message alone is not evidence that every downstream step completed.
- Use protected document and image routes rather than exposing server filesystem paths.
- Keep customer, driver, provider, financial and credential data within the authorised workflow.
- For provider, finance, employment, transport and compliance decisions, follow the organisation’s authorised professional process.
Do not bypass the code flowDo not force database values, invent a status, mark a job completed without signed POD evidence, or expose encrypted credentials to make a screen appear successful.
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